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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,310 | $140,578-85.6% | $100,671-79.8% | $125,389-83.8% |
| Participation rate | 22.2% | 80.4%-58.2pp | 70.7%-48.5pp | 83.2%-61.0pp |
| Annual return | 1.50% | 24.67%-23.2pp | 20.43%-18.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $291 | $5,965-95.1% | $4,012-92.7% | $4,866-94.0% |
| Participant deferral / active EE | $376 | $3,981-90.6% | $3,144-88.1% | $5,352-93.0% |
| Admin fee / account holder | $20 | $6,716-99.7% | $4,850-99.6% | $9,541-99.8% |